Catalyst Wealth Management, LLC 13F Holdings
CIK 0001936191 · ATLANTA, GA
As of Mar 31, 2023, Catalyst Wealth Management, LLC reported 120 positions worth
CIK 0001936191 · ATLANTA, GA
As of Mar 31, 2023, Catalyst Wealth Management, LLC reported 120 positions worth
06.7M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 19,721 | $3.3M | 3.05% |
| MICROSOFT CORP | MSFT | Technology | 10,229 | $2.9M | 2.76% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 63,850 | $2.6M | 2.40% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 33,370 | $2.4M | 2.28% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 49,215 | $2.2M | 2.07% |
| PACER US CASH COWS 100 ETF | COWZ | — | 44,801 | $2.1M | 1.97% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 23,953 | $2.0M | 1.86% |
| FT VEST LADDERED DEEP BUFFER ETF | BUFD | — | 94,632 | .9M | 1.81% |
| MASTERCARD INC | MA | Financial Services | 5,017 | .8M | 1.71% |
| FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF | FAAR | — | 61,010 | .8M | 1.70% |
| ACCENTURE PLC | ACN | Technology | 6,195 | .8M | 1.66% |
| PEPSICO INC | PEP | Consumer Defensive | 9,517 | .7M | 1.63% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 8,898 | .7M | 1.55% |
| WALMART INC | WMT | Consumer Defensive | 11,200 | .7M | 1.55% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 10,663 | .6M | 1.49% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 4,777 | .6M | 1.46% |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | FTSM | — | 25,677 | .5M | 1.43% |
| FIRST TRUST HEALTH CARE ALPHADEX FUND | FXH | — | 14,159 | .5M | 1.43% |
| GENERAL DYNAMICS CORP | GD | Industrials | 6,549 | .5M | 1.40% |
| NVIDIA CORP | NVDA | Technology | 5,361 | .5M | 1.40% |
| AFLAC INC | AFL | Financial Services | 22,793 | .5M | 1.38% |
| OMNICOM GROUP INC | OMC | Communication Services | 15,465 | .5M | 1.37% |
| CHUBB LTD | CB | Financial Services | 7,472 | .5M | 1.36% |
| MATTHEWS ASIA FDS | MINV | — | 58,415 | .4M | 1.36% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 44,482 | .4M | 1.34% |